August 17, 2025 a 08:39 am
BMY: Analysts Ratings - Bristol-Myers Squibb Company
Bristol-Myers Squibb Company (BMY) remains a pivotal player in the biopharmaceutical sector. It holds a strong market position with robust product offerings across various therapeutic areas, from immunology and oncology to cardiovascular treatments. The company's recent analyst ratings show a modest tilt towards conservative stances, reflecting wider market conditions and potential headwinds unique to the healthcare sector.
Historical Stock Grades
| Recommendation | Count | Visualization |
|---|---|---|
| Strong Buy | 3 | |
| Buy | 4 | |
| Hold | 19 | |
| Sell | 1 | |
| Strong Sell | 0 |
Sentiment Development
Over the past months, there has been a noticeable shift towards a more cautious market sentiment regarding BMY. The count of "Strong Buy" ratings has decreased steadily since April, while "Hold" ratings have shown a significant increase. The total number of ratings has been stable, yet the rise in "Hold" is indicative of analyst conservatism.
- "Strong Buy" decreased from 7 in early 2024 to 3 in August 2025.
- "Hold" increased from 6 in early 2024 to 19 by the latest update.
- Overall, there appears to be growing caution or uncertainty in the current economic climate.
Percentage Trends
Evaluating the percentage trends reveals key sentiment shifts among analysts. The proportion of "Strong Buy" ratings has dropped significantly, while the "Hold" ratings have surged, evident from calculating rating distribution over recent months. This indicates a market gravitating towards risk aversion amid industry dynamics.
- April 2025: Strong Buy 16%, Buy 14%, Hold 72%, Sell 3%, Strong Sell 0%.
- July 2024: Strong Buy 26%, Buy 22%, Hold 44%, Sell 8%, Strong Sell 4%.
- The notable transition to "Hold" ratings underscores a blend of market unpredictability and strategic reassessment by analysts, focusing on stability.
Latest Analyst Recommendations
Recent analyses highlight continuity in ratings with minimal changes in perspectives. This steadiness may reflect confidence in the company’s long-term trajectory despite short-term volatility.
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-08-01 | Neutral | Neutral | Citigroup |
| 2025-07-10 | Underweight | Underweight | Morgan Stanley |
| 2025-04-28 | Equal Weight | Equal Weight | Wells Fargo |
| 2025-04-23 | Buy | Buy | Jefferies |
| 2025-04-23 | Neutral | Neutral | Cantor Fitzgerald |
Analyst Recommendations with Change of Opinion
Amidst the stable outlooks, there have been a few notable shifts, such as downgrades and upgrades, marking reevaluations of BMY’s position in the market. These variations could signify strategic reconsiderations aligned with BMY's performance and broader market contexts.
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-04-08 | Neutral | Buy | Goldman Sachs |
| 2024-12-16 | Buy | Hold | Jefferies |
| 2024-11-12 | Outperform | Market Perform | Leerink Partners |
| 2024-10-25 | Neutral | Buy | Citigroup |
| 2024-07-29 | Underweight | Equal Weight | Barclays |
Interpretation
The analyst sentiment around Bristol-Myers Squibb Company (BMY) suggests a cautious yet hopeful outlook. A higher shift towards "Hold" ratings points to perceived stability but also hints at uncertainty over future growth trajectories. The consistency in overall ratings indicates stable, albeit moderate, confidence in BMY's market performance. Analysts may be waiting for clearer industry signals or catalysts before updating their recommendations. While there is no clear sign of either significant optimism or pessimism, the presence of a few downgrades reflects areas where BMY may need to strengthen its market position.
Conclusion
In conclusion, the sentiment for Bristol-Myers Squibb Company appears to lean conservative, with a marked shift from aggressive "Buy" ratings to more cautious "Hold" stances. This transition suggests careful assessment of BMY’s prospects amid evolving market conditions. The slight stability in the latest ratings, combined with some shifts in recommendations, illustrates an environment where analysts prioritize risk management. As opportunities in BMY's pipeline continue to mature, further analysis and market developments will play crucial roles in altering this sentiment landscape. The balance of uncertainty and opportunity makes BMY a stock to watch closely for future updates or strategic shifts within the company.